Client Care & Office Experience Coordinator

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Full Time Clerical Traverse City, MI, US

30 days ago Requisition

Who We Are

A t Gr e e nle a f TrustN.A., o ur t e ams a re d e d ic a t e d to p r o v i d ing the high e s t l e ve l o f c o m p re he n s i v e weal t h manag e me n t se r v ices, t r ust ad m inistrati o n a n d retirem e n t p l an se rv i c e s .

We adh e re t o t he hig h e s t s tan d ar d s o f fi d u c ia r y e x ce l l e n c e w h i l e p r o v i d ing c us t o m iz e d s o lut io ns a n d highly p e rsonal se rv i c e to o ur client s .

Summary

Full-time, in-office position seated at the Traverse City reception desk, responsible for professionally greeting and assisting clients and teammates, ensuring a welcoming and well-supported office environment. Additionally, responsible for coordinating the efforts and workflow of the Client Centric Teams while providing comprehensive, proactive service to external clients and teammates. Duties are carried out under general supervision and individuals are responsible for daily independent decisions related to servicing clients.

Your Role in Serving Clients and Assisting Divisions Includes:

Who We Are

A t Gr e e nle a f TrustN.A., o ur t e ams a re d e d ic a t e d to p r o v i d ing the high e s t l e ve l o f c o m p re he n s i v e weal t h manag e me n t se r v ices, t r ust ad m inistrati o n a n d retirem e n t p l an se rv i c e s .

We adh e re t o t he hig h e s t s tan d ar d s o f fi d u c ia r y e x ce l l e n c e w h i l e p r o v i d ing c us t o m iz e d s o lut io ns a n d highly p e rsonal se rv i c e to o ur client s .

Summary

Full-time, in-office position seated at the Traverse City reception desk, responsible for professionally greeting and assisting clients and teammates, ensuring a welcoming and well-supported office environment. Additionally, responsible for coordinating the efforts and workflow of the Client Centric Teams while providing comprehensive, proactive service to external clients and teammates. Duties are carried out under general supervision and individuals are responsible for daily independent decisions related to servicing clients.

Your Role in Serving Clients and Assisting Divisions Includes:

• Ensure smooth office operations by providing general support and professional, timely phone coverage, using independent judgment to handle phone inquiries from clients, research and respond as appropriate within company guidelines
• Welcome visitors warmly, assess their needs and create a positive first impression
• Plan and prepare accommodations for guests and meetings, maintaining organized, well-equipped conference rooms
• Assemble and distribute documents, presentations and meeting materials as needed
• Facilitate ordering, setup and cleanup for team and client lunches
• Routinely manage and organize office and kitchen supplies to maintain readiness and efficiency
• Coordinate with Traverse City Market Team Lead, HR and Marketing on initiatives such as parking, advertising, Salesforce campaigns, event planning and community affairs
• Maintain the Traverse City Office Calendar, coordinating events and meetings
• Coordinate with TC Market Team Lead and Building Manager for TC building needs and usage
• Perform effectively under high volume and traffic, maintaining a positive and professional demeanor

• Create positive relationships with external clients, third-party vendors and teammates
• Coordinate & lead TRO/TSC weekly team meeting
• Coordinate & lead TRO/TSC/WMA quarterly team meetings
• Decision making ability to problem solve and manage workflow efficiently
• Preparation of business letters and various other forms of written communications to clients
• Manage the prospect-to-client lifecycle process to ensure all steps are completed
• Maintain schedule of client meeting preferences, schedule client meetings, assist in the preparation of meeting materials and host post-meeting-meetings to understand the necessary follow-up tasks, assigning due dates and responsible parties
• Prepare and ensure completion of client documentation necessary to meet policy requirements including prepping for monthly Trust Committee Meetings
• Initiate transactions in client accounts, including deposits, transfers and disbursements
• Actively support marketing events and mailings
• Manage client contact through utilization of Salesforce
• Maintain and update…